Lead Review Board

Board-first operator workflow for review, approval, send readiness, and tracking.

Lead Review Board

This board is the only production operator workflow. Cards open the canonical lead detail, message editor, evidence, review, outcome tracking, and send-readiness state without creating a second path.

Learning Inventory

Ready Now
0
Archived Ready
2
Meetings
1
Proposals
1
Customers Won
1
Active Experiments
0

Needs Approval

0
Review not yet approved. Send approval remains separate.
No leads in this column.

Minor Review

1
MINOR_REVIEW messages that still need operator judgment.

Ready To Send

0
review_status=approved and approved_for_send=1, unsent, active leads.
No leads in this column.

Sent / Tracking

22
Sent, opened, replied, bounced, or unsubscribed.
Elev8 Wealth Advisors
Regina • info@elev8wealth.com
#771
unclear value proposition
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
R FINANCIAL GROUP
Regina • info@rfinancial.ca
#769
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Kim Shaheen Financial
Regina • kim@ksfinancial.ca
#760
weak trust signals
Approved Strong Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Milleker Financial Inc
Regina • millekerfinancial@outlook.com
#748
weak trust signals
Approved Strong Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Independent Financial Services
Regina • main@ifsgroup.ca
#745
weak trust signals
Approved Strong Cannot Send Safe Sent Prior Sent 2
Next Action: Already Sent
Living Skies Finance Regina Inc.
Regina • kellie@livingskiesfinance.ca
#738
missing or weak CTA
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Brothers & Company Financial
Regina • info@brothersandco.ca
#727
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
H&A Financial Advisors - Financial Advisor - Kelly Aikens
Regina • info@h-a-financial.ca
#726
weak trust signals
Approved Strong Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Wolfond Financial
Regina • service@wolfondfinancial.ca
#723
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Wascana Financial Group Inc - Financial Advisor Regina
Regina • isabelle@wascanafinancial.com
#722
missing or weak CTA
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
IG Wealth Management
Regina • shconte@ig.ca
#768
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 3
Next Action: Already Sent
Britton Wealth Corp : James Britton
Regina • james@brittonwealth.com
#767
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Bob Stocks
Regina • rstocks@sasktel.net
#766
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
The Tyler Group Financial Services
Regina • info@thetylergroup.ca
#764
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Beyond Wealth Management
Regina • info@beyondwealth.ca
#754
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Parwez Financial Group Ltd
Regina • info@parwezfinancial.ca
#753
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
iA Private Wealth / Living Sky Financial
Regina • info@livingskyfinancial.ca
#752
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
MRE Financial Svc
Regina • info@mrefinancial.com
#747
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Astra Financial
Regina • admin@astrafinancial.ca
#731
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Leipert Financial Group - Financial Advisors Regina
Regina • info@leipertfinancial.com
#729
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 2
Next Action: Already Sent
Scheper Financial
Regina • info@scheperfinancial.com
#763
weak trust signals
Approved Strong Cannot Send Safe Suppressed Contact Gate: hard_bounce Prior Sent 1
Next Action: Already Sent
Edward Jones - Financial Advisor: Joel A Michel
Regina • john.smith@gmail.com
#733
weak trust signals
Approved Elite Cannot Send Safe Suppressed Contact Gate: hard_bounce Prior Sent 2
Next Action: Already Sent

IG Wealth Management

Lead #768 • Regina
Core Target Elite Cannot Send Safe Next Action: Already Sent
Memory Status
Prior history: sent 3, opens 3, replies 0, bounces 0, unsubs 0

Lead Summary

Qualification
Core Target
Package Quality
Elite
Eligibility
Cannot Send
Safety
Safe
Ready To Send
No
Review Recommendation
Already Contacted
Recommended Action
Already Sent

Blockers

  • Already sent
  • Not outreach_ready (current display status: opened)

Identity

Business
IG Wealth Management
Website
https://www.ig.ca/en/office/SaskatchewanSoutheast
Email
shconte@ig.ca
Phone
(306) 757-3511
City
Regina
Source
adaptive_market_crawler
Primary Search
Financial Advisor / Moose Jaw

Memory And Suppression

Business UUID
af920b5a-f6fb-445d-9dd9-bb8cce96035f
Prior Sent
3
Prior Opens
3
Prior Replies
0
Prior Bounces
0
Prior Unsubs
0
Business Suppression
Contact Suppression
Cooldown Until

Operator Decision

Qualification
Core Target
Qualification Reason
core local commercial target
Package Quality
Elite
Package Quality Score
96
Eligibility
Cannot Send
Safety
Safe
Review Recommendation
Already Contacted
Ready To Send
No
Recommended Action
Already Sent

Expert Review

Review State
Approved
Primary Issue
weak trust signals
Confidence
10
Next Step Label
Already Sent
Evidence
  • The office page shows only 2 reviews with a 3.0 rating — critically low social proof for a wealth management firm asking visitors to trust them with their finances, and these reviews are not even visibly displayed on the page.
  • No credentials, client testimonials, assets under management, years in business, or awards are visible in the captured viewport; the only trust element present is a phone number and the advisor's CFP/CLU designations buried below the fold.

Message Package

Message Safety
Safe
Message Present
Yes
Generated At
2026-06-12 09:34:23

Safety Notes

No message safety issues are currently flagged.

Review Actions

Existing review approval and reject routes are reused here. No duplicate send or approval actions were added.

Learning Dimensions

Commercial Angle
trust-blocker
Review Issue
weak-trust-signals
Industry and website platform dimensions remain future-only until canonical production sources populate them automatically.

Business Outcomes

Reply Classification
Meeting Booked
Proposal
Customer
Revenue
Loss Reason

Experiment Metadata

Experiment ID
Variant
Control Group
0
Experiment assignment is admin-only until controlled production variants are actively running.

Outreach Events Timeline

sent
2026-06-19 22:54:38
{
  "message_id": "\u003c602c1133-f930-4c8d-a124-b23766cbf245@lead-engine\u003e",
  "subject": "Your trust proof is buried",
  "subject_variant": "A",
  "token": "9432822b21bf47aabd9a31825babeb8e"
}
open
2026-06-19 22:54:43
{
  "subject_variant": "A"
}
Technical Details

Technical Status

Lead ID
768
Raw Review Status
approved
Raw Outreach Status
opened
Workflow State
opened
Approved For Send
1
Sent
1
Delivery Status
opened
Message Status
message_ready

Tracking And Suppression

Sent At
2026-06-19 22:54:38
Open Count
1
Opened At
2026-06-19 22:54:43
Reply Count
0
Replied At
Bounce Count
0
Bounced At
Do Not Contact
0
Suppression Reason
{
  "lead": {
    "address": "2002 Victoria Ave Suite 1700, Regina",
    "analysis_error": null,
    "analysis_version": "v2_reconciled_scored_2026_05",
    "analyzed_at": "2026-06-12 09:00:26",
    "approved_for_send": 1,
    "archived": 0,
    "audit_attempts": 1,
    "audit_completed_at": "2026-06-12 09:00:26",
    "audit_issues": "[\"There are no visible testimonials on the homepage, which reduces trust for first-time visitors - that often leads to hesitation or comparison before they contact you.\", \"I counted 21 scripts and 22 images on the homepage (7 blocking scripts, 16 images without lazy-loading). That can slow down initial load and add friction before visitors engage - which often leads to early drop-off, especially on mobile.\"]",
    "audit_last_error": null,
    "audit_locked_at": null,
    "audit_locked_by": null,
    "audit_status": "audited",
    "authority_score": null,
    "body_text": "office\n     | IG Wealth Management Explore other IG sites: IG Wealth Management IG Private Wealth Management IG Private Company Advisory Fran\u00e7ais Why IG Why IG Overview Financial planning and advice IG Living Plan IG Wealth Connect IG Leadership IG Empower Your Tomorrow IG Walk For Alzheimer\u0027s About Us Our history How we help How we help Retirement planning Investment solutions Mortgage solutions Estate Planning Tax planning Insurance Cash management Financial products Business ownership Overview Beginning to plan for retirement Actively planning for retirement Approaching retirement Overview iProfile Investing for income Capital preservation in investing Tax Efficiency Investments with intent Wealth portfolios Top performing funds Individual investment mandates Guaranteed investment solutions Separately managed accounts Investment Finder Sustainable investing Charitable Giving Program Private asset investments Overview IG Home Equity Plan Calculators Mortgage contact form Rates FAQ First Home Savings Account First-time homebuyers\u2019 guide Finances and dementia: how to be prepared Overview Life Disability Critical illness Health and Dental Group plans Long-term care Guaranteed investment funds Annuities Client Stories Understanding TFSAs Understanding RDSPs Insights Insights Insights Home Your financial life Trends and lifestyle Careers Careers Overview Financial advisor careers Real financial planning Leading-edge technology and tools Backed by a team of experts Flexibility and control Diversity, equity, and inclusion Rediscover IG Support Support Financial calculators About Fees Contact Us How to use the Tax Centre Revenu Qu\u00e9bec tax slip information Multi-factor authenticator One Dealer About your client statement Total cost reporting (TCR) Search Find an advisor Why IG Why IG Overview Financial planning and advice IG Living Plan IG Wealth Connect IG Leadership IG Empower Your Tomorrow IG Walk For Alzheimer\u0027s About Us Our history How we help How we help Retirement p",
    "booking_cta_present": null,
    "booking_link": "https://www.facebook.com/igwealthmgmt/",
    "bounce_count": 0,
    "bounced_at": null,
    "business_memory_id": 491,
    "candidate_fingerprint": "b2d85e04d0b8faf05df015bcb004be4487b92ebb",
    "city": "Regina",
    "commercial_angle_normalized": "trust-blocker",
    "contact_extraction_metrics": "{\"pages_checked\": 1, \"pages_with_contact_signals\": 2, \"emails_found_raw\": 3, \"emails_rejected\": 0, \"extraction_sources_used\": [\"json_ld\", \"script_blob\", \"visible_html\"], \"crawl_depth_reached\": 0, \"extraction_runtime_seconds\": 0.74, \"retry_count\": 1, \"failure_type\": null, \"retry_after\": null, \"domain_health_status\": \"healthy\", \"domain_health_reason\": \"reachable\", \"js_contact_attempted\": 0, \"js_contact_status\": \"skipped\"}",
    "contact_form": 1,
    "contact_form_present": null,
    "contact_page": "https://www.ig.ca/en/how-we-help/mortgage-solutions/mortgage-contact-form",
    "contact_pages_checked": "[\"https://www.ig.ca/\"]",
    "contactable": 1,
    "conversion_score": 100,
    "created_at": "2026-06-12 08:35:07",
    "cta_text": "Mortgage contact form",
    "customer_status": null,
    "customer_status_at": null,
    "delivery_status": "opened",
    "do_not_contact": 0,
    "domain": "ig.ca",
    "domain_final_url": "https://www.ig.ca/en/office/saskatchewansoutheast",
    "domain_health_checked_at": "2026-06-12T08:50:59+00:00",
    "domain_health_reason": "reachable",
    "domain_health_status": "healthy",
    "email": "shconte@ig.ca",
    "email_confidence": "high",
    "email_source": "json_ld",
    "enrichment_attempts": 1,
    "enrichment_completed_at": "2026-06-12 08:51:00",
    "enrichment_failure_type": null,
    "enrichment_last_error": null,
    "enrichment_locked_at": null,
    "enrichment_locked_by": null,
    "enrichment_retry_after": null,
    "enrichment_status": "contact_enriched",
    "experiment_control_group": 0,
    "experiment_id": null,
    "experiment_variant": null,
    "expert_confidence": 10,
    "expert_review_v2": "{\"primary_issue\": \"weak trust signals\", \"evidence\": [\"The office page shows only 2 reviews with a 3.0 rating \\u2014 critically low social proof for a wealth management firm asking visitors to trust them with their finances, and these reviews are not even visibly displayed on the page.\", \"No credentials, client testimonials, assets under management, years in business, or awards are visible in the captured viewport; the only trust element present is a phone number and the advisor\u0027s CFP/CLU designations buried below the fold.\"], \"impact\": \"Prospective clients evaluating a financial advisor will abandon the page without converting because there is insufficient evidence of trustworthiness or proven results \\u2014 especially damaging given the 3.0/5 rating that signals potential negative sentiment.\", \"recommended_angle\": \"Add a prominent trust bar directly below the hero/contact section featuring: number of clients served, total AUM managed by this office, years established, and 3\\u20135 curated client testimonials with star ratings. Replace or supplement the generic \u0027Find an advisor\u0027 CTA with a lower-commitment \u0027Book a free 30-minute consultation\u0027 to reduce friction while trust is being built.\", \"expert_confidence\": 10, \"confidence_inputs\": {\"screenshot_used\": true, \"evidence_count\": 2, \"clarity\": 2, \"classifier_confidence\": 1}, \"reconciliation\": {\"visual_headline\": \"\", \"headline_confidence\": \"low\", \"visual_cta_text\": \"Find an advisor\", \"cta_confidence\": \"high\", \"visual_reviews_visible\": false, \"reviews_confidence\": \"high\", \"visual_trust_visible\": false, \"trust_confidence\": \"high\", \"visual_uncertain\": false}, \"visual_uncertain\": false, \"review_status\": \"ready\"}",
    "facebook": "https://www.facebook.com/IGWealthMgmt/",
    "first_seen_search_id": 98,
    "future_timing_at": null,
    "generated_message": "Hi IG Wealth Management team,\n\nWhile reviewing your Regina office page, I noticed the advisor\u0027s CFP and CLU designations are buried below the fold, and the only other visible trust element is a phone number \u2014 no testimonials, tenure, or client context appear in the primary viewport.\n\nFor a wealth management firm, that absence of visible credentials early on weakens the first impression before a visitor reaches the contact section.\n\nWould a quick call to walk through a few trust-signal placements make sense this week?",
    "generated_outreach_email": "Hi IG Wealth Management team,\n\nWhile reviewing your Regina office page, I noticed the advisor\u0027s CFP and CLU designations are buried below the fold, and the only other visible trust element is a phone number \u2014 no testimonials, tenure, or client context appear in the primary viewport.\n\nFor a wealth management firm, that absence of visible credentials early on weakens the first impression before a visitor reaches the contact section.\n\nWould a quick call to walk through a few trust-signal placements make sense this week?",
    "google_maps": "https://maps.google.com/?cid=12600085250745969633",
    "google_place_id": "ChIJ3eVGMvcfHFMR4StaBsd-3K4",
    "guessed_emails": null,
    "h1_count": 0,
    "h1_text": "",
    "has_city_in_content": 0,
    "has_city_in_h1": 0,
    "has_city_in_title": 0,
    "has_clear_cta": 1,
    "has_pricing": 1,
    "has_service_keyword": 0,
    "has_testimonials": 0,
    "has_website": null,
    "id": 768,
    "impact_summary": "The IG Wealth Management Regina office page for Devin Harris has three compounding conversion failures: a non-clickable phone number that kills mobile call intent, an empty meta description with a broken title tag that destroys local search performance, and a \u0027Meet\u0027 section that advertises appointment availability but provides zero mechanism to actually book. Combined with only 2 reviews at 3.0 stars, the page is failing to build trust or capture the limited traffic it receives. All three issues are HIGH priority and fixable without a redesign.",
    "industry_normalized": null,
    "insights": "{\"issues\": [{\"problem\": \"Phone number \u00273067573511\u0027 is displayed as plain unformatted text with no click-to-call functionality and no surrounding urgency or call-to-action copy\", \"evidence\": \"visible: The phone number \u00273067573511\u0027 appears under the \u0027Contact\u0027 heading as static text with a phone icon but no hyperlink, no \u0027Call Now\u0027 button, and no supporting copy explaining why someone should call. structural: phone_cta_present is false, contact_form_present is false, booking_cta_present is false. external: The business has only 2 reviews and a 3.0 rating, meaning every inbound contact opportunity is critical.\", \"impact\": \"A visitor landing here likely thinks: \u0027Is this even a real clickable number or just information?\u0027 Instead of a static number, high-converting sites use a prominently styled \u0027Call Now\u0027 button with a tel: hyperlink and a short benefit line like \u0027Speak with an advisor today \\u2014 no obligation\u0027. This causes visitors to hesitate and abandon rather than call, resulting in lost qualified leads and missed advisor consultations.\", \"fix\": \"Convert the phone number to a tappable tel: hyperlink styled as a high-contrast CTA button (e.g., dark blue background, white text). Add a one-line prompt above it such as \u0027Have a question? Call us directly.\u0027 Place it above the fold on mobile. This single change can increase call volume by 20\\u201340% on mobile devices.\", \"priority\": \"HIGH\", \"category\": \"conversion\"}, {\"problem\": \"Meta title reads \u0027office | IG Wealth Management\u0027 and meta description is completely empty, meaning the local Regina office page has no search identity or trust signal before a visitor even arrives\", \"evidence\": \"structural: meta_title is \u0027office\\\\n     | IG Wealth Management\u0027 \\u2014 contains a line break, no advisor name, no city, no service type. structural: meta_description is empty string. external: Business is located in Regina with a 3.0 star rating and only 2 reviews, meaning organic search visibility is the primary discovery channel and it is being wasted.\", \"impact\": \"A visitor landing here likely thinks: \u0027This page looks generic \\u2014 is this even the right office for me?\u0027 Instead of a blank meta description, high-converting local financial advisor pages use geo-targeted descriptions like \u0027IG Wealth Management Regina \\u2014 Devin Harris, CFP CLU. Book a free financial planning consultation today.\u0027 This causes visitors to not trust the page\u0027s relevance before clicking, resulting in lost organic traffic and lower click-through rates from Google search results.\", \"fix\": \"Rewrite the meta title to: \u0027Devin Harris, CFP CLU | IG Wealth Management Regina\u0027 and add a 155-character meta description: \u0027Meet Devin Harris, Regional Vice-President at IG Wealth Management in Regina. Offering retirement, investment, and mortgage planning. Book your free consultation.\u0027 Also fix the whitespace/line-break in the current title tag at the code level.\", \"priority\": \"HIGH\", \"category\": \"trust\"}, {\"problem\": \"The only visible CTA on the office page is \u0027Find an advisor\u0027 in the global nav, while the local page offers no booking button, no inline contact form, and no urgency mechanism to convert a warm local visitor\", \"evidence\": \"visible: The \u0027Meet\u0027 section states \u0027In-person appointments and virtual appointments available\u0027 but contains no button, no link, and no form to actually book. structural: booking_cta_present is false, contact_form_present is false. structural: The only CTA referenced in extracted fields is \u0027Mortgage contact form\u0027 which is a product-specific page, not a general advisor booking flow. external: With only 2 reviews and a 3.0 rating, social proof is weak, making a frictionless next step even more critical to compensate.\", \"impact\": \"A visitor landing here likely thinks: \u0027I want to book but I don\u0027t know how \\u2014 do I just call? Email? Fill something out?\u0027 Instead of passive informational text, high-converting advisor profile pages use an inline \u0027Book a Free Consultation\u0027 button linked directly to a scheduling tool or short contact form with name, email, and preferred contact time. This causes visitors to leave without converting because the path to action is unclear, resulting in lost bookings, lost managed asset opportunities, and compounding low review counts.\", \"fix\": \"Add a visually distinct CTA button directly beneath the \u0027Meet\u0027 section reading \u0027Book a Free Consultation\u0027 in high-contrast styling (e.g., IG\u0027s primary blue on white). Link it to either a Calendly-style booking page or a short 3-field contact form (name, phone, best time to call). Add a low-friction qualifier line: \u0027No commitment required \\u2014 30-minute intro call.\u0027 This directly addresses appointment availability already stated on the page but currently unactionable.\", \"priority\": \"HIGH\", \"category\": \"conversion\"}], \"summary\": \"The IG Wealth Management Regina office page for Devin Harris has three compounding conversion failures: a non-clickable phone number that kills mobile call intent, an empty meta description with a broken title tag that destroys local search performance, and a \u0027Meet\u0027 section that advertises appointment availability but provides zero mechanism to actually book. Combined with only 2 reviews at 3.0 stars, the page is failing to build trust or capture the limited traffic it receives. All three issues are HIGH priority and fixable without a redesign.\", \"priority\": \"high\", \"email_body\": \"Subject: 3 Quick Fixes That Could Double Leads From Your Regina Office Page\\n\\nHi Devin,\\n\\nI reviewed your IG Wealth Management office page and found three specific issues that are likely costing you calls and bookings every week \\u2014 none of them require a major redesign to fix.\\n\\n1. Your phone number isn\u0027t clickable on mobile. It shows as plain text, so mobile visitors can\u0027t tap to call. A simple tel: hyperlink styled as a button could increase calls by 20\\u201340% overnight.\\n\\n2. Your page has no meta description and a broken title tag. Google is showing your page as \u0027office | IG Wealth Management\u0027 to searchers in Regina \\u2014 that\u0027s not compelling anyone to click. A 10-minute fix to the title and description could meaningfully improve your local search click-through rate.\\n\\n3. You mention in-person and virtual appointments are available, but there\u0027s no button or form to actually book one. Visitors read that and then have nowhere to go. Adding a single \u0027Book a Free Consultation\u0027 button would directly convert that interest into appointments.\\n\\nThese are straightforward fixes with measurable impact. I\u0027d be happy to walk you through exactly what to change \\u2014 no obligation.\\n\\nWould a 20-minute call this week work for you?\\n\\nBest regards\"}",
    "insights_attempts": 1,
    "insights_completed_at": "2026-06-12 09:33:49",
    "insights_last_error": null,
    "insights_locked_at": null,
    "insights_locked_by": null,
    "instagram": "https://www.instagram.com/igwealthmanagement/",
    "js_contact_attempted": 0,
    "js_contact_checked_at": null,
    "js_contact_error": null,
    "js_contact_status": "skipped",
    "last_analyzed_at": "2026-06-12 09:34:23",
    "last_contact_enriched_at": "2026-06-12T08:50:59+00:00",
    "last_error": null,
    "last_operator_action": null,
    "last_operator_action_at": null,
    "last_operator_actor": null,
    "last_reply_classified_at": null,
    "lead_identity": "c3cbd43ab00c259be4ae073a70818f088a82ce7d",
    "legacy_score": null,
    "loss_reason": null,
    "manual_override": 0,
    "meeting_booked_at": null,
    "memory_context": {
      "business_memory_id": 491,
      "business_suppressed": false,
      "business_suppression_reason": null,
      "business_uuid": "af920b5a-f6fb-445d-9dd9-bb8cce96035f",
      "contact_suppressed": false,
      "contact_suppression_reason": null,
      "cooldown_until": null,
      "prior_bounce_count": 0,
      "prior_open_count": 3,
      "prior_reply_count": 0,
      "prior_sent_count": 3,
      "prior_unsubscribe_count": 0
    },
    "message_attempts": 1,
    "message_completed_at": "2026-06-12 09:34:23",
    "message_failed": 0,
    "message_generated_at": "2026-06-12 09:34:23",
    "message_last_error": null,
    "message_locked_at": null,
    "message_locked_by": null,
    "message_safety_issues": "{}",
    "message_safety_status": "PASS",
    "message_status": "message_ready",
    "message_type": "ai",
    "meta_description": "",
    "meta_description_present": null,
    "meta_title": "office\n     | IG Wealth Management",
    "mobile_friendly": 1,
    "name": "IG Wealth Management",
    "no_email_reason": null,
    "normalized_address": "2002 victoria ave 1700",
    "normalized_name": "ig wealth management",
    "normalized_phone": "3067573511",
    "open_count": 1,
    "open_tracking_token": "9432822b21bf47aabd9a31825babeb8e",
    "opened_at": "2026-06-19 22:54:43",
    "operational_eligibility": null,
    "opportunity_score": null,
    "opportunity_type": null,
    "outreach_insight": null,
    "outreach_message": "Hi IG Wealth Management team,\n\nWhile reviewing your Regina office page, I noticed the advisor\u0027s CFP and CLU designations are buried below the fold, and the only other visible trust element is a phone number \u2014 no testimonials, tenure, or client context appear in the primary viewport.\n\nFor a wealth management firm, that absence of visible credentials early on weakens the first impression before a visitor reaches the contact section.\n\nWould a quick call to walk through a few trust-signal placements make sense this week?",
    "outreach_message_id": "\u003c602c1133-f930-4c8d-a124-b23766cbf245@lead-engine\u003e",
    "outreach_status": "opened",
    "outreach_subject": "Your trust proof is buried",
    "package_quality_class": null,
    "package_quality_score": null,
    "page_speed_score": 90,
    "phone": "(306) 757-3511",
    "phone_cta_present": null,
    "pipeline_stage": "New",
    "platform_type": null,
    "pricing_evidence": "Pricing language is visible on the homepage.",
    "proposal_sent_at": null,
    "proposal_status": null,
    "proposal_status_at": null,
    "qualification_class": "QUALIFIED",
    "qualification_reason": "core local commercial target",
    "rating": 3.0,
    "reconciliation_json": "{\"visual_headline\": \"\", \"headline_confidence\": \"low\", \"visual_cta_text\": \"Find an advisor\", \"cta_confidence\": \"high\", \"visual_reviews_visible\": false, \"reviews_confidence\": \"high\", \"visual_trust_visible\": false, \"trust_confidence\": \"high\", \"visual_uncertain\": false}",
    "reconciliation_status": "success",
    "referral_business_name": null,
    "referral_contact_email": null,
    "replied_at": null,
    "reply_classification": null,
    "reply_classification_confidence": null,
    "reply_count": 0,
    "revenue_amount": null,
    "revenue_currency": null,
    "review_attempts": 0,
    "review_completed_at": null,
    "review_count": 2,
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    "review_locked_by": null,
    "review_status": "approved",
    "routing_label": null,
    "scheduled_send_at": "2026-06-19 21:35:00",
    "schema_local_present": null,
    "schema_present": 1,
    "score": null,
    "score_breakdown": null,
    "screenshot_captured_at": "2026-06-12 09:00:26",
    "screenshot_desktop": "screenshots/768_desktop.png",
    "screenshot_mobile": "screenshots/768_mobile.png",
    "screenshot_path": "/root/lead-engine/screenshots/768_desktop.png",
    "screenshot_status": "success",
    "search_id": null,
    "sent": 1,
    "sent_at": "2026-06-19 22:54:38",
    "seo_score": 90,
    "service_keyword_hits": null,
    "service_summary": "Building Canadians\u2019 financial confidence",
    "service_type": "",
    "socials": "{\"instagram\": \"https://www.instagram.com/igwealthmanagement/\", \"facebook\": \"https://www.facebook.com/IGWealthMgmt/\"}",
    "source": "adaptive_market_crawler",
    "speed_evidence": "I counted 21 scripts and 22 images on the homepage (7 blocking scripts, 16 images without lazy-loading).",
    "speed_score": 90,
    "ssl": 1,
    "ssl_present": null,
    "stage": "New",
    "subject_variant": "A",
    "suppressed_at": null,
    "suppression_reason": null,
    "testimonial_evidence": "",
    "tier": null,
    "title_present": null,
    "unsubscribe_token": "3fcd8c5ca1f84ea482ea2e5fbe3f850e",
    "viewport_present": null,
    "website": "https://www.ig.ca/en/office/SaskatchewanSoutheast",
    "website_platform_normalized": null,
    "wrong_contact": 0
  },
  "message_health": {
    "analysis_error": "",
    "message_failed": false,
    "message_last_error": "",
    "message_safety_issues": {},
    "message_safety_status": "PASS",
    "message_status": "message_ready"
  },
  "operational": {
    "blockers": [
      "Already sent",
      "Not outreach_ready (current display status: opened)"
    ],
    "operational_eligibility": "CANNOT_SEND"
  },
  "package_quality": {
    "component_scores": {
      "agency_penalty": 0,
      "email_reliability": 15,
      "evidence_quality": 16,
      "expert_confidence": 10,
      "factual_precision": 5,
      "issue_strength": 10,
      "message_quality": 15,
      "review_consistency": 10,
      "target_qualification": 10,
      "tone_safety": 5
    },
    "notes": [],
    "package_quality_class": "ELITE",
    "package_quality_score": 96
  },
  "review": {
    "confidence_inputs": {
      "clarity": 2,
      "classifier_confidence": 1,
      "evidence_count": 2,
      "screenshot_used": true
    },
    "evidence": [
      "The office page shows only 2 reviews with a 3.0 rating \u2014 critically low social proof for a wealth management firm asking visitors to trust them with their finances, and these reviews are not even visibly displayed on the page.",
      "No credentials, client testimonials, assets under management, years in business, or awards are visible in the captured viewport; the only trust element present is a phone number and the advisor\u0027s CFP/CLU designations buried below the fold."
    ],
    "expert_confidence": 10,
    "impact": "Prospective clients evaluating a financial advisor will abandon the page without converting because there is insufficient evidence of trustworthiness or proven results \u2014 especially damaging given the 3.0/5 rating that signals potential negative sentiment.",
    "primary_issue": "weak trust signals",
    "recommended_angle": "Add a prominent trust bar directly below the hero/contact section featuring: number of clients served, total AUM managed by this office, years established, and 3\u20135 curated client testimonials with star ratings. Replace or supplement the generic \u0027Find an advisor\u0027 CTA with a lower-commitment \u0027Book a free 30-minute consultation\u0027 to reduce friction while trust is being built.",
    "reconciliation": {
      "cta_confidence": "high",
      "headline_confidence": "low",
      "reviews_confidence": "high",
      "trust_confidence": "high",
      "visual_cta_text": "Find an advisor",
      "visual_headline": "",
      "visual_reviews_visible": false,
      "visual_trust_visible": false,
      "visual_uncertain": false
    },
    "review_status": "ready",
    "visual_uncertain": false
  },
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    "approval_ok": false,
    "approval_reason": "Lead is not in outreach_ready status.",
    "approve_for_send_allowed": false,
    "blockers": [
      "Already sent",
      "Not outreach_ready (current display status: opened)"
    ],
    "can_send_core": false,
    "display_status": "opened",
    "eligibility_label": "NOT SENDABLE",
    "has_message": true,
    "has_subject": true,
    "reject_action_allowed": false,
    "review_action_allowed": false,
    "review_approved": true,
    "send_action_allowed": false,
    "send_approved": true,
    "sendable_email": true,
    "transport_ready": false,
    "warnings": []
  }
}